ECA

Elevated Capital Advisors Portfolio holdings

AUM $357M
1-Year Est. Return 10.31%
This Quarter Est. Return
1 Year Est. Return
+10.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$10.8M
3
+$8.69M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$7.23M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.19%
2 Financials 4.14%
3 Communication Services 3.77%
4 Consumer Staples 3.25%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$213K 0.07%
+4,794
177
$205K 0.07%
+1,213
178
$200K 0.07%
+2,841
4 5 6 7
8